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Clarity Northwest Wealth Management, LLC  -- Seattle, WA
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TYPICAL CLIENTS & FEES
People often ask,
  • "Who is your typical client?"
  • "Have you worked with someone like me before?"
  • "How much will it cost to work with you?"

At Clarity Northwest, we hear from and have worked with a wide range of individuals.   You may be a professional from high tech, from Microsoft, Facebook, Google, T-Mobile, Amazon,  or Boeing.  Or perhaps you work at the University of Washington, or work, in another capacity, for the state of Washington.  You may be a business executive, a business owner, a lawyer, doctor, clinician, nurse, architect, IT manager, project manager, product manager, engineer, software developer, web designer, professor, teacher, -- or you may be retired.  Perhaps you're realizing your responsibilities have grown over time, and you need more help.  Perhaps you're transitioning to a whole new phase of life.  Or perhaps you simply want a better handle (or better answers) when it comes to your financial life. 

Either way, we enjoy hearing what's important to you and then working in partnership with you to help you achieve your goals, whether that's to help protect
your future -- or your loved ones.
We charge an hourly rate of $280.  While we have no minimums, initial project costs typically range anywhere from 12 to 40+ hours, depending on the range of questions and issues involved.  Subsequent projects, again depending on their scope, are often less involved than the initial plan.   What are some of the benefits you might realize in working with us?   To learn more, please click here.
  

We Work with Clients from All Stages of Life
  • Single and couples in their 20's, 30's, 40's, 50's, and beyond
  • Young, mid, and late career professionals
  • Newly married couples
  • Couples with young children
  • Couples with tweens, teens and/or aging parents
  • Singles & couples with career challenges
  • Singles & couples looking ahead to retirement
  • Singles & couples planning their transition to retirement
  • Singles & couples in retirement
  • Divorced men and women managing on their own
  • Widows & widowers
We Work with Clients Posing a Variety of Issues & Questions
  • Singles and/or couples:
    • wanting a better handle on their cash flow or debt
    • thinking through home ownership options
    • wondering what to do with a family gift or inheritance
    • wondering if they're on track for retirement
    • wondering how much to save for a child's college education
    • wanting a second opinion on their portfolio / investments
    • wondering if they have sufficient life and/or disability coverage
    • wondering if they need to purchase long-term care coverage
    • wondering about strategies for passing wealth to the next generation
  • High tech professionals grappling with stock awards and related tax issues
  • Business owners cashing out and managing a new kind of asset in retirement

If this sounds like a fit for you and you'd like to chat, we'd love to hear from you and encourage you to contact us.
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Clarity Northwest Wealth Management, LLC (“Clarity Northwest”) is a registered investment adviser with its principal place of business in the State of Washington. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as Clarity Northwest’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.   Copyright © 2016, Clarity Northwest Wealth Management, LLC.  |  DISCLOSURES